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Bar Harbor Bankshares

93 hedge funds and large institutions have $215M invested in Bar Harbor Bankshares in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $188M → $215M (+$27.2M)

2% more ownership

Funds ownership: 43.89%45.89% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less funds holding

Funds holding: 9493 (-1)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
28
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.3M +$992K +33,341 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.1M +$665K +22,349 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16M +$1.09M +36,557 +7%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.3M +$206K +6,936 +1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$14.8M -$336K -11,279 -2%
BHTS
6
Bar Harbor Trust Services
Maine
$12.6M -$134K -4,496 -1%
Franklin Resources
7
Franklin Resources
California
$8.39M
RA
8
Royce & Associates
New York
$8.38M +$5.71M +191,876 +227%
State Street
9
State Street
Massachusetts
$8.22M -$55.1K -1,850 -0.7%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.52M +$683K +22,950 +10%
Northern Trust
11
Northern Trust
Illinois
$5.77M +$258K +8,673 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4.54M -$1.64K -55 -0%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.36M +$597K +20,069 +16%
CYG
14
Clean Yield Group
Vermont
$4.17M -$103K -3,466 -2%
RC
15
RBF Capital
California
$4.15M
BHWM
16
Bar Harbor Wealth Management
New Hampshire
$4.08M -$207K -6,959 -5%
BFC
17
Banc Funds Company
Illinois
$3.42M -$356K -11,947 -10%
LSV Asset Management
18
LSV Asset Management
Illinois
$3.34M +$59.5K +2,000 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.08M -$35.2K -1,184 -1%
FP
20
Foundry Partners
Minnesota
$2.9M
PSUF
21
People's United Financial
Connecticut
$2.5M -$342K -11,475 -12%
Morgan Stanley
22
Morgan Stanley
New York
$2.19M -$3.51K -118 -0.2%
Deutsche Bank
23
Deutsche Bank
Germany
$1.88M +$512K +17,189 +38%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.79M +$129K +4,340 +8%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$1.73M +$849K +28,514 +100%

BHB Hedge Fund Activity: Q2 2018 in Review

93 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q2 2018, worth a combined $215M — up 14% from $188M a quarter earlier.

Fund positioning in BHB was balanced in Q2 2018: 3 funds opened new positions, 3 closed out, 28 added to existing stakes and 26 trimmed.

The largest buyer was Royce & Associates, adding an estimated $5.71M. The largest seller was Eaton Vance Management, cutting an estimated $758K.

  • 93 institutional investors held Bar Harbor Bankshares (BHB) as of Q2 2018, down from 94 in Q1 2018.
  • Funds reported $215M of Bar Harbor Bankshares stock for Q2 2018, up 14% quarter-over-quarter.
  • 3 funds opened new Bar Harbor Bankshares positions in Q2 2018 and 3 closed out, a net change of 0 holders.
  • The largest Bar Harbor Bankshares buyer in Q2 2018 was Royce & Associates, an estimated $5.71M added.
  • The largest Bar Harbor Bankshares seller in Q2 2018 was Eaton Vance Management, an estimated $758K sold.

Based on aggregated 13F filings for Q2 2018.